iShares Short Maturity Bond ETFNEAR
NEAR
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
15% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 27
1% more funds holding
Funds holding: 317 [Q2] → 321 (+4) [Q3]
4.79% less ownership
Funds ownership: 66.47% [Q2] → 61.68% (-4.79%) [Q3]
8% less capital invested
Capital invested by funds: $1.96B [Q2] → $1.81B (-$151M) [Q3]
17% less repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 125
27% less funds holding in top 10
Funds holding in top 10: 11 [Q2] → 8 (-3) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for NEAR.
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
NEAR: A Good Cash Parking Spot With Little Risk
iShares Short Duration Bond Active ETF is a good balance of risk and reward. The NEAR ETF primarily holds Treasuries. It's got a strong yield for the risk profile.
Neutral
Seeking Alpha
2 months ago
NEAR: Return Of The ZIRP
BlackRock Short Duration Bond ETF holds short-term securities. Unlike majority of the ETFs out there, this one is actively managed. BlackRock's Short Duration Portfolio Team is at the helm, steering this ship in response to the market and macro conditions.
Positive
ETF Trends
3 months ago
iShares Hits $1 Trillion in Fixed Income ETFs Globally
Fixed income ETFs continue to gain traction globally. As of August 2024, the asset category managed $2.5 trillion in assets, with iShares managing $1 trillion alone.
Positive
Seeking Alpha
6 months ago
NEAR ETF: Perfectly Aligned For Interest Rate Uncertainty
We think the BlackRock Short Duration Bond ETF is perfectly aligned to prosper in an uncertain interest rate environment. Although its low duration limits upside pricing prospects, it costs a compelling dividend yield. The ETF's inclusion of high-quality corporate bonds likely enhances its yield potential while diversifying risk.
Positive
Seeking Alpha
9 months ago
NEAR: Revisiting This BlackRock Fund After The Mandate Change (Rating Upgrade)
The ETF has transformed itself from a cash-like fund to one holding riskier assets with a higher duration profile of 1.92 years. NEAR's price sensitivity has increased due to its extended duration. The fund is positioned to benefit if interest rates decrease. Despite the increase in the fund's duration, the credit profile for the name is very benign, with most holdings falling in the AAA or AA ratings band.
Negative
Seeking Alpha
11 months ago
Not So NEAR To Our Heart Anymore As Distribution Cuts Loom (Rating Downgrade)
BlackRock Short Duration Bond ETF is an actively managed fund with low credit and interest rate risk. The NEAR fund aims to meet the current income needs of its unitholders, by investing in short-term, USD denominated securities. We had previously rated the NEAR ETF as a Buy.
Positive
ETF Trends
1 year ago
BlackRock's Lineup Expansion and What's Ahead
The health of the $7 trillion U.S. ETF remains strong, with many advisors and investors pairing ETFs with other investments and new entrants joining the market. BlackRock remains the industry leader and has expanded its lineup with innovative strategies in 2023.
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